Join host Jeff Bernier and special guest Wealth Advisor Mona Fahmy as they dive into the world of year-end financial planning and what it may entail at different life stages. Whether you're still advancing your career and focused on building wealth or navigating retirement, this episode is packed with insights regarding items you might consider for an end of year financial checklist.
Learn more about items to review at year end related to open enrollment, tax efficiency, healthcare, charitable giving, cash flow, portfolio management, estate planning, and more!
🎧 Listen to the episode on your favorite podcast provider or download the episode by clicking here..
📽️ Watch the full episode on YouTube by clicking here.
TandemGrowth Financial Advisors (“TandemGrowth”), a registered investment adviser, is providing this podcast which is intended for general educational purposes and is not personalized investment advice.
#financialplanningchecklist #financialreview
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